Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Daiju Kohno who wrote (719)	3/8/1999 8:56:00 PM
From: LindyBill	Read Replies (2) of 54805

Sorry Daiju, Dell is a "Prince". Your point of view is the most common error on this tread. Dell does so well that the people who have made a bundle on them, (including me!) want them to be a gorilla. Having a top distribution system is not a "discontinuous innovation". We are looking for a technical breakthrough on this item. The PC market is certainly in hypergrowth, but there is no switching cost to using other PC manufacturers, you can buy the same box from others. Compaq is the "King" of this business. The best you could say for Dell is that it is the "King" of direct sales. Great company! -LindyBill

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